Selected Intern’s Day-to-day Responsibilities Include Identify and onboard potential clients through cold calling, referrals, and networking initiatives to expand the firm’s client base. Understand client needs and risk appetite to recommend suitable financial products like Mutual Funds, PMS, AIFs, and fixed-income instruments. Conduct regular follow-ups with clients to review portfolio performance and assist with goal-based financial planning. Ensure all interactions and recommendations are in line with SEBI, AMFI, maintain high standards of ethical advisory. Maintain accurate records of all sales activities, leads, and client communications using internal CRM tools and support monthly/quarterly AUM targets. About Company: MintWit Financial Services LLP is a boutique wealth management firm led by seasoned private bankers with 40+ years of combined experience. We specialize in wealth management, investment advisory, and financial solutions like equity trading, mutual funds, portfolio management, and more. Our mission is to deliver unbiased, results-driven financial strategies to help clients grow and secure their wealth.

-Work directly with HNIs, professionals & business owners to drive tailored investment solutions. -Stipend: 8,000 (negotiable) + chance to convert into a full-time role. -4-month internship | Work from office | 5 days a week